Job description

Job Role: Senior Sales RM (Mutual Funds)
Experience: 5+ Years
Location: Santacruz, Mumbai

We are looking for an experienced Senior Relationship Manager – Mutual Funds to drive business growth through strategic management of key clients and distribution partners. The role involves managing high value relationships, expanding distribution networks, driving sales performance, and providing investment solutions while ensuring an exceptional client experience. The incumbent will collaborate with internal stakeholders to achieve business objectives and contribute to the organisation’s growth strategy.

Key Responsibilities:

• Develop and manage relationships with key distributors, IFAs, National Distributors, Wealth Managers, Banks, and institutional clients.
• Drive sales of mutual fund products and achieve assigned AUM, revenue, and business acquisition targets.
• Identify new business opportunities and expand the distributor and client network across the assigned territory.
• Conduct regular portfolio reviews and provide investment insights to clients and distributors.
• Build long-term relationships through periodic client meetings, investment reviews, and engagement programs.
• Resolve complex client and distributor escalations by coordinating with Operations, Compliance, Product, and Service teams.
• Monitor business performance, sales pipeline, AUM growth, SIP mobilization, and redemption trends.
• Analyse market trends, competitor strategies, and industry developments to identify growth opportunities.
• Conduct product presentations, investment seminars, webinars, and distributor training programs.
• Ensure timely completion of KYC, onboarding, compliance, and documentation requirements.
• Prepare sales forecasts, business MIS, pipeline reports, and management presentations.
• Maintain accurate CRM records, sales activities, and client interactions.
• Mentor junior relationship managers and provide guidance on sales strategies, client engagement, and business development.
• Collaborate with cross-functional teams including Product, Marketing, Operations, Risk, and Compliance to enhance customer experience.

Job Requirements:

Qualification & Experience

• Graduate in Commerce, Finance, or Business Administration.
• NISM Certification (Mutual Fund Distributor/Investment Advisor) preferred.
• 5+ years of experience in Investor Services, Mutual Funds, or AMC front-office support
• Functional / Technical Skills:
• Strong understanding of SEBI investor service norms and complaint handling
• Experience in RTA coordination and KYC/FATCA processes
• High customer orientation with clear communication skills
• Ability to manage escalations and regulatory timelines
• Strong documentation and audit readiness
• Distribution and channel management